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American Centy Etf Tr shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr (FLV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in American Centy Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $696k 10k 69.96

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
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Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding American Centy Etf Tr

American Century Companies
Envestnet Asset Management
Creative Planning
Mml Investors Services
Commonwealth Equity Services
Bedel Financial Consulting
Creative Financial Designs
SkyOak Wealt
Pine Valley Investments Ltd Liability
CPA Asset Management
Orrstown Financial Services
Allen Capital Group
Bank of America Corporation
EP Wealth Advisors
Dominguez Wealth Management Solutions

View all funds holding American Centy Etf Tr